See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,778 | $102,317-97.3% | $146,958-98.1% | $80,856-96.6% |
| Participation rate | 84.4% | 75.8%+8.5pp | 82.2%+2.2pp | 67.6%+16.7pp |
| Annual return | 14.09% | 134.76%-120.7pp | 418.34%-404.2pp | 35.59%-21.5pp |
| Employer contribution / active EE | $1,158 | $3,713-68.8% | $4,933-76.5% | $2,755-58.0% |
| Participant deferral / active EE | $1,675 | $6,644-74.8% | $8,070-79.2% | $4,296-61.0% |
| Admin fee / account holder | $202 | $7,941-97.5% | $12,998-98.4% | $6,918-97.1% |